Client Relationship Consultant

About the role

As a Client Relationship Consultant, you’ll be the welcoming face of our branch and a trusted partner for our clients. Your work helps people confidently navigate their financial lives while supporting strong, lasting relationships with our bank. Every interaction is an opportunity to create a positive experience and make a meaningful impact.

Responsibilities

• Engage clients with exceptional service while supporting a wide range of sales and service activities.
• Process routine financial transactions with accuracy and efficiency, including deposits, withdrawals, check cashing, and loan payments.
• Balance your cash drawer with precise currency and coin handling.
• Consult with clients to understand their needs and introduce products, services, and digital banking tools that support their goals.
• Identify opportunities to expand relationships and make referrals to partners across Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services.
• Proactively communicate with clients to educate, resolve concerns, strengthen loyalty, and gather feedback.
• Hold appointments to identify client needs, provide solutions, and support their financial success.
• Open new accounts, maintain existing accounts, and resolve account issues while ensuring compliance with policies, procedures, and regulations.
• Support branch lending processes by answering questions, completing applications, and preparing accurate documentation.

Requirements

• High School Diploma or G.E.D. (Required).
• Entry-level experience in teller, banking, or sales roles with established goals (Required).
• An equivalent combination of education and experience can be considered in lieu of a degree.

Skills

• Enjoy helping clients and excel at building relationships through strong communication and interpersonal skills.
• Confident discussing banking products and services and can recognize opportunities to recommend solutions.
• Skilled at multitasking and can adapt quickly to evolving client and branch needs.
• Basic understanding of retail banking products, policies, and systems.
• Able to review financial information, including credit data, to identify client needs and suggest options.
• Comfortable with Microsoft Outlook, Word, and other business tools.
• Demonstrate professionalism in person, over the phone, and via email.
• Able to lift up to 25 pounds as part of the role.

Company Values

• Do the right thing
• Mutual respect
• Honesty and integrity
• Accountability

What Our Team Says

“I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated.” – Glassdoor review

Pay

Targeted starting salary range (based on experience): $19.00 - $24.50

Benefits

• Annual incentive potential
• Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life
• Paid vacation time, sick time and 11 company paid holidays
• 401k (with up to 4% match)
• Tuition reimbursement